| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morningstar Inc |
MORN |
Executive Chairman, Di... |
2024-05-28 |
10,668,489 |
2024-05-28 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 6 of 68
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-20 |
4 |
AS |
$32.44 |
$19,463 |
D/D |
(600) |
26,641,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-01 |
4 |
AS |
$279.83 |
$167,896 |
D/D |
(600) |
12,857,807 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-16 |
4 |
AS |
$226.82 |
$136,094 |
D/D |
(600) |
12,264,023 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-16 |
4 |
AS |
$248.05 |
$151,072 |
D/D |
(608) |
18,858,378 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-06 |
4 |
AS |
$263.30 |
$169,318 |
D/D |
(641) |
18,723,231 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-03 |
4 |
AS |
$320.15 |
$207,822 |
D/D |
(648) |
13,305,806 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-06 |
4 |
AS |
$164.09 |
$107,594 |
D/D |
(652) |
19,702,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-07 |
4 |
AS |
$162.49 |
$110,329 |
D/D |
(679) |
20,081,096 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-31 |
4 |
AS |
$49.86 |
$34,903 |
D/D |
(700) |
28,846,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-12 |
4 |
AS |
$36.58 |
$25,606 |
D/D |
(700) |
26,903,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-14 |
4 |
AS |
$284.76 |
$199,354 |
D/D |
(700) |
12,939,961 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-11 |
4 |
AS |
$45.27 |
$33,350 |
D/D |
(736) |
29,469,153 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-29 |
4 |
AS |
$240.41 |
$187,762 |
D/D |
(781) |
12,432,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-07 |
4 |
AS |
$315.69 |
$248,135 |
D/D |
(786) |
13,084,062 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-24 |
4 |
AS |
$72.42 |
$57,582 |
D/D |
(795) |
27,572,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-12 |
4 |
AS |
$47.26 |
$37,880 |
D/D |
(800) |
29,091,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$68.32 |
$54,687 |
D/D |
(800) |
27,915,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.32 |
$56,725 |
D/D |
(800) |
27,615,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-10 |
4 |
AS |
$45.03 |
$36,024 |
D/D |
(800) |
25,667,596 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-16 |
4 |
AS |
$242.19 |
$193,755 |
D/D |
(800) |
12,553,048 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-12 |
4 |
AS |
$232.60 |
$186,082 |
D/D |
(800) |
11,741,495 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-11 |
4 |
AS |
$128.92 |
$108,383 |
D/D |
(839) |
22,147,635 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-04 |
4 |
AS |
$153.04 |
$129,690 |
D/D |
(847) |
20,263,365 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-14 |
4 |
AS |
$298.05 |
$258,148 |
D/D |
(866) |
13,034,832 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-29 |
4 |
AS |
$40.65 |
$35,406 |
D/D |
(871) |
26,418,730 |
0 |
- |
|
1687 Records found
|
|
Page 6 of 68 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
